Evident Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

900 State St Ste 103, Erie, Pennsylvania...

Phone Number

(814) 425-5182

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Evident Financial

Evident Financial is a Registered Investment Advisor based in Erie, PA, offering investment management and financial planning services tailored for individuals and retirement plan sponsors. The firm operates as a fiduciary, ensuring that it always acts in the best interests of its clients. Their core services include investment planning, financial planning, and organizing financial information to help clients manage their financial lives effectively. With a team of experienced professionals, Evident Financial aims to simplify financial challenges and provide a clear roadmap for achieving financial goals.Explore more
Evident Financial's Social MediaPopular SearchesEvident FinancialEvident Holding Company LLCEvident Investing LLCEvident Financial LLCevidentfinancial com LtdSIC Code 62,628NAICS Code 52,523Show more

Evident Financial Org Chart

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RM
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Chief Investment Officer

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JK
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Evident Financial

<$5M
1-10
Private
-
2014
RM
Richard MakowskiChief Investment Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1999
MC
Maureen CorriganOffice Manager
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Evident Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Evident Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Evident Financial.

Evident Financial Tech Stack

A closer look at the technologies used by Evident Financial

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Frequently Asked Questions Regarding Evident Financial

What is Evident Financial's official website?
Evident Financial's official website is www.evidentfinancial.com
What is Evident Financial's Revenue?
Evident Financial's revenue is <$5 Million
What is Evident Financial's SIC code?
Evident Financial's SIC: 62,628
What is Evident Financial's NAICS code?
Evident Financial's NAICS: 52,523
How many employees does Evident Financial have?
Evident Financial has 1-10 employees
What industry does Evident Financial belong to?
Evident Financial is in the industry of: Finance, Securities Trading
What is Evident Financial competition?
Evident Financial top competitors include: Pillar Wealth Management, Wealth Advisory Services, Life Values Financial, Stockade Wealth Management
What technology does Evident Financial use?
Some of the popular technologies that Evident Financial uses are: Cloudflare Website Optimization, Microsoft 365, Vimeo, Google Tag Manager
How do I contact Evident Financial?
Evident Financial contact info: Phone number: (814) 425-5182 Website: www.evidentfinancial.com
What does Evident Financial do?

Evident Financial is a Registered Investment Advisor based in Erie, PA, offering investment management and financial planning services tailored for individuals and retirement plan sponsors. The firm operates as a fiduciary, ensuring that it always acts in the best interests of its clients. Their core services include investment planning, financial... planning, and organizing financial information to help clients manage their financial lives effectively. With a team of experienced professionals, Evident Financial aims to simplify financial challenges and provide a clear roadmap for achieving financial goals.Read More

What are Evident Financial social media links?
Evident Financial Linkedin page Evident Financial Twitter page
Is Evident Financial a public company?
Evident Financial is private company therefore does not currently have an official ticker symbol
See more information about Evident Financial

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